LC
PAXS

Lindbrook Capital’s PIMCO Access Income Fund PAXS Stock Holding History

Lindbrook Capital’s Portfolio PAXS Stock Details PAXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$80.3K Hold
5,000
– – 0.01% 766
2024
Q4 		$76.3K Hold
5,000
– – 0.01% 644
2024
Q3 		$83.2K Buy
+5,000
New +$78.9K 0.01% 617

Other funds holding PAXS

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

Lindbrook Capital's PAXS Position: Q1 2025 in Review

Lindbrook Capital held its PIMCO Access Income Fund (PAXS) position steady in Q1 2025 at 5,000 shares worth $80.3K. The position accounts for 0.01% of the portfolio, ranked #766.

Lindbrook Capital first reported a position in PAXS in Q3 2024 and has held it in 3 quarters since. The position peaked at $83.2K in Q3 2024. 66 funds tracked by Wall St. Rank hold PAXS as of Q1 2025.

  • Lindbrook Capital held 5,000 shares of PIMCO Access Income Fund worth $80.3K as of Q1 2025.
  • Lindbrook Capital left its PIMCO Access Income Fund share count unchanged in Q1 2025.
  • PIMCO Access Income Fund made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #766 holding.
  • Lindbrook Capital first reported a position in PIMCO Access Income Fund in Q3 2024 and has held it in 3 quarters since.
  • Lindbrook Capital's PIMCO Access Income Fund position peaked at $83.2K in Q3 2024.
  • 66 funds tracked by Wall St. Rank held PIMCO Access Income Fund as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.